Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Shelton Swaim is a financial advisor who has been in the industry since 1983. Swaim is currently registered with Cetera Investment Advisers LLC, a firm with approximately 104.5 billion in assets under management, and has been registered with them since June 2023. Prior to that, Swaim was registered with Tower Square Securities, Inc. from June 1996 to September 2013.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (Lexington NC)
NY
06/17/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (CAZENOVIA NY)
NY
10/02/1989 - 06/05/1996
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
06/25/1987 - 10/02/1989
CADARET, GRANT & CO., INC.
NA
02/12/1986 - 06/17/1987
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
NA
09/16/1982 - 08/19/1985
CAPITAL ANALYSTS, INCORPORATED
BC
Issued 08/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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